Skip to main content
smorrisgainsightcom
smorrisgainsightcom
Helper ⭐️⭐️⭐️
August 11, 2016
New Idea

Ability To Choose Default Sort Option

  • August 11, 2016
  • 33 replies
  • 379 views
I have a customer who uses a report built off of a custom object in SFDC that is embedded as a section on the R360 page.  The ideal behavior is that it would auto-sort in descending order off of the date field of this report.  However, there isn't a way to do this (if I put date first on the report it will sort in ascending order which we don't want). 

I tried to utilize the ranking feature, however it's ranking it alphabetically as opposed to date-driven.  Is there any talk of allowing a source report to be sorted then saved and have this preference carry over to the 360 section?

The use case is that some CSMs as they are getting more familiar with GS are thinking that we are not pulling in their tasks as the sort shows the oldest one first as opposed to the preferred sort noted above.

      33 replies

      Show previous replies
      gaurav_kotak
      gaurav_kotak
      Expert ⭐️
      February 21, 2017
      Hi everyone, Thank you for all the detail here as well as Andrew's post at https://community.gainsight.com/gainsight/topics/ability-to-manually-sort-report-data. I have some follow on questions that will help us scope:

      1. Base case is persistence on sorting - ascending or descending, and alphabetically, chronologically or numerically based on column type

      2. For how many of you would you like to manually control the sort order as Andy has suggested and kclark +1'd. 

      3. If #2, would like / need to control this for each report, or rather globally. E.g. If you recall for any attribute in any object you can override the default color and specify a color for different values of this attribute. This is global across gainsight.  See this article for more details - https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Color....  Similarly we could provide a global sort order for different value of an attribute used across reports

      4. How important is it for the persistent sort to sort multiple columns. 

      -g
        jeffrey_francis
        jeffrey_francis
        Contributor ⭐️
        February 21, 2017
        i would like this also
        kraig
        kraig
        Contributor ⭐️⭐️⭐️⭐️⭐️
        February 23, 2017
        1. I agree with the base case

        2. I still believe this would be valuable to us so I keep my +1 vote

        3. A global sort would be likely be easier and better for us

        4. Persistent sorting on a primary columns is far more important, as it is something we would use on most reports.  The multi-column persistent sorting would be useful occasionally.

        andrew_cummins
        andrew_cummins
        Helper ⭐️
        February 24, 2017
        1. Of course I agree with the base case as well :)
        2. Very valuable for us
        3. Global sort would accomplish what we need but it would be nice to also have the ability to sort by report if you can do that. 
        4. Not sure what is meant by persistent sorting...
        sam_suhajda
        sam_suhajda
        Contributor ⭐️⭐️⭐️
        April 12, 2017
        1-Yes agree
        2-Yes and voted on it- we are running into this now with pick lists that have values but we want to sort them base don what they mean and not Alphbetically
        3- I dont know if we would want this globally yet, but I could see its potential
        4-yes i would like persistent sort!
        christine_vincent
        christine_vincent
        Contributor ⭐️⭐️
        May 12, 2017
        +1 Would be very helpful for sorting reports by revenue in dashboards
          steven_doty
          steven_doty
          Contributor ⭐️⭐️⭐️
          June 28, 2017
          Hi Dan, we need this feature as well. Until Timeline in A360/widget rolls out in August we have been limping along with a report of synced activities and the default sorting (first column ascending) makes the recent activities disappear, causing our sales team to miss recent CSM actions. We'd love to see this option available soon!
          samantha_braastad
          samantha_braastad
          Contributor ⭐️⭐️⭐️⭐️⭐️
          August 7, 2017
          Does this have an update on timing? 
          nstuyvesant
          nstuyvesant
          Contributor ⭐️⭐️
          August 12, 2017
          Yes, persisting sorting for one or more columns is an important feature.
          venky_reddy_k
          venky_reddy_k
          Helper ⭐️
          August 16, 2017
          Hi Scott, I tried applying ranking to a datetime column with the following criteria ; [i]Created Date  Show Top 2000 on a report built on [i]Calls To Action on GonG, with [i]Account Name, Created Date and [i]Calls To Action Name in show me. It shows me the records in descending order of time as you wanted in the use case you gave. The ranking gets persisted and I see the same view next time I access it. Are you still not able to do what you want to, using Ranking feature ?

          Agree that irrespective of ranking feature we need to implement persisting the sort preference. This is on our radar though ETA is not available yet. Will keep this thread posted.

          Thanks
          Venky
            Show more replies
            Terms & ConditionsAccessibility statement